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FundSource Research’s roots lie
in the 1983 establishment of IPAC in Sydney, Australia. The group started as an
independent financial services group specialising in providing research and financial
planning support to investment advisers, legal and accounting practices, stockbrokers and
financial institutions. IPAC
set up its New Zealand operation in 1987 to be the researcher of choice for investors and
advisers in New Zealand and has continued on this tradition for the last 15 years. In May 2001 the New Zealand operations of IPAC were bought by
management with the company subsequently re-branded to be FundSource Research Limited
(‘FundSource’).
The diverse professional and research
backgrounds of the staff gives FundSource the breadth of expertise necessary to conduct
in-depth research of financial products, fund managers, the economy and other technical
matters pertinent to investment.
It is also why most leading financial
institutions and advisory groups in New Zealand use FundSource’s research services.
Consultancy
Services
Based on FundSource's
extensive industry and research experience, the company has been retained by a wide range
of financial services organisations in both Australia and New Zealand to advise them on a
broad range of topics including;
- Product Development/Design
- Investment Process Review and Development
- Executive Workshops
- Investment Surveys
- Investment Research
- Asset Allocation
- Manager Selection
- Manager Monitoring
Whilst many of these projects have been
'one off' jobs, they have enabled FundSource to develop an enhanced understanding of the
many practical business issues within both funds management and advisory businesses. To
these projects FundSource applies the broad range of specialty skills available within
FundSource.
For more information on consultancy
services please contact us detailing
your information request.
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